Nu Holdings Ltd. $NU Stock Holdings Increased by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd increased its stake in shares of Nu Holdings Ltd. (NYSE:NU) by 38.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 336,035 shares of the company’s stock after purchasing an additional 93,277 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in NU were worth $5,380,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in NU. Jordan Park Group LLC lifted its position in NU by 129.3% in the 3rd quarter. Jordan Park Group LLC now owns 1,958,842 shares of the company’s stock worth $31,000 after buying an additional 1,104,421 shares in the last quarter. Allworth Financial LP grew its holdings in shares of NU by 166.6% during the 2nd quarter. Allworth Financial LP now owns 2,562 shares of the company’s stock valued at $35,000 after acquiring an additional 1,601 shares in the last quarter. EverSource Wealth Advisors LLC grew its holdings in shares of NU by 63.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,768 shares of the company’s stock valued at $52,000 after acquiring an additional 1,464 shares in the last quarter. VSM Wealth Advisory LLC increased its stake in shares of NU by 1,000.0% in the third quarter. VSM Wealth Advisory LLC now owns 3,300 shares of the company’s stock worth $53,000 after acquiring an additional 3,000 shares during the last quarter. Finally, TD Waterhouse Canada Inc. increased its stake in shares of NU by 694.0% in the second quarter. TD Waterhouse Canada Inc. now owns 6,352 shares of the company’s stock worth $87,000 after acquiring an additional 5,552 shares during the last quarter. 84.02% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on NU shares. Susquehanna lifted their price objective on NU from $19.00 to $22.00 and gave the company a “positive” rating in a research report on Tuesday, January 27th. UBS Group raised NU from a “neutral” rating to a “buy” rating and upped their target price for the stock from $17.20 to $17.60 in a research report on Thursday. Weiss Ratings upgraded NU from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 18th. The Goldman Sachs Group reissued a “buy” rating and issued a $21.00 price target on shares of NU in a research note on Thursday, December 18th. Finally, Zacks Research upgraded NU from a “hold” rating to a “strong-buy” rating in a report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $18.26.

NU Trading Down 1.5%

Shares of NYSE:NU opened at $13.95 on Friday. The company has a current ratio of 0.58, a quick ratio of 0.56 and a debt-to-equity ratio of 0.39. The stock has a market capitalization of $67.20 billion, a PE ratio of 24.04, a P/E/G ratio of 0.54 and a beta of 1.11. Nu Holdings Ltd. has a 1 year low of $9.01 and a 1 year high of $18.98. The firm has a fifty day moving average price of $16.36 and a 200 day moving average price of $16.20.

NU (NYSE:NU) last posted its earnings results on Wednesday, February 25th. The company reported $0.19 earnings per share for the quarter, beating the consensus estimate of $0.18 by $0.01. The company had revenue of $4.86 billion for the quarter, compared to analyst estimates of $4.55 billion. NU had a return on equity of 30.68% and a net margin of 18.19%. Analysts expect that Nu Holdings Ltd. will post 0.58 EPS for the current fiscal year.

Key Stories Impacting NU

Here are the key news stories impacting NU this week:

• Positive Sentiment: UBS upgraded NU from “neutral” to “buy” and nudged its price target higher to $17.60, signaling analyst conviction and providing an explicit upside thesis for investors. UBS upgrades Nu Holdings (NU)
• Positive Sentiment: Zacks reports NU’s efficiency ratio has plunged toward ~20%, a structural improvement that can drive margin expansion, faster reinvestment/growth and help justify a premium valuation multiple. This is a key fundamental bullish point for medium‑term upside. NU’s Efficiency Edge: A Key Factor Driving Its Premium Narrative
• Positive Sentiment: Analyst/column pieces reiterate NU’s growth story and long‑run potential—highlighting customer growth, product expansion and returns that support a long‑term “growth stock” thesis for investors comfortable with cyclicality. Is Nu (NU) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: NU is being cited among low‑leverage names that could be relatively safer amid rising geopolitical risk and macro uncertainty—this framing can attract risk‑off flows into the stock. Bet on These 5 Low-Leverage Stocks as Middle East Conflict Goes On
• Neutral Sentiment: A valuation check piece examines whether recent pullbacks leave NU attractively priced after a strong multi‑year run—useful context but not an immediate directional trigger. Is Nu Holdings (NU) Still Attractive After Recent Pullback And Strong Three Year Run?
• Neutral Sentiment: Market note reports NU recently ticked higher in a session where the broader market dipped—short‑term price moves reflecting volatility rather than new fundamentals. Nu Holdings Ltd. (NU) Rises As Market Takes a Dip: Key Facts
• Negative Sentiment: Coverage also notes recent days where NU fell more than the broader market and has shown notable 30‑day and YTD weakness; that momentum/positioning pressure is the immediate driver of today’s softer price action. Here’s Why Nu Holdings Ltd. (NU) Fell More Than Broader Market

NU Company Profile

Nu Holdings Ltd (NYSE: NU), commonly known by its consumer brand Nubank, is a Latin American financial technology company that provides digital banking and financial services through a mobile-first platform. The company’s core offerings include no-fee digital checking accounts, credit cards, personal loans, payments and transfers, and a range of savings and investment products. Nubank emphasizes a streamlined customer experience delivered via its smartphone app, combined with data-driven underwriting and automated customer service tools.

Founded in 2013 by David Vélez, Cristina Junqueira and Edward Wible, Nu grew rapidly by targeting underbanked and digitally savvy consumers in Latin America with low-fee, transparent products.